Personalized Management – Each account is managed individually according to our client’s individual needs including: time horizon, income needs and risk tolerance.
Accessibility – Our emphasis on personal service includes open communication with John; not a third party go-between.
Outside Custody – All client funds and accounts are held in custody by a third party of the client’s choosing.
Quarterly Reporting – In addition to trade confirmations and monthly statements from custodial firms, clients receive portfolio appraisals each quarter from JDI.
Newsletter & Hotlines – All clients receive John’s monthly investment newsletter as well as his weekly market commentary.
John Dessauer’s Outlook
Would You Like to Comment on this Investing Newsletter?Register to Comment on this Investing Letter
Publisher: John Dessauer Investments Inc